IIM
Ipswich Investment Management Portfolio holdings
AUM
$414M
This Quarter Return
+4.78%
1 Year Return
+15.04%
3 Year Return
+70.41%
5 Year Return
+132.95%
10 Year Return
+315.52%
AUM
$218M
AUM Growth
+$218M
(-8.2%)
Cap. Flow
-$26.1M
Cap. Flow
% of AUM
-12%
Top 10 Holdings %
Top 10 Hldgs %
34.99%
Holding
155
New
4
Increased
43
Reduced
29
Closed
73
Top Buys
| 1 |
3M
MMM
|
$3.36M |
| 2 |
Exxon Mobil
XOM
|
$2.68M |
| 3 |
AbbVie
ABBV
|
$2.41M |
| 4 |
Union Pacific
UNP
|
$2.07M |
| 5 |
JPMorgan Chase
JPM
|
$2.06M |
Top Sells
| 1 |
Amazon
AMZN
|
$5.53M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$4.44M |
| 3 |
Baxter International
BAX
|
$2.57M |
| 4 |
Oracle
ORCL
|
$1.69M |
| 5 |
Thermo Fisher Scientific
TMO
|
$1.64M |
Sector Composition
| 1 | Healthcare | 17.52% |
| 2 | Technology | 17.25% |
| 3 | Energy | 15.36% |
| 4 | Industrials | 13.57% |
| 5 | Financials | 12.63% |
